Performance Review – Week of 6 April 2007
Given the high turnover (we charge ourselves a transaction fee on both sides, which hurt us when we made last week’s drastic changes) the watch lists held their own this week. Since inception all three hold significant leads over their appropriate passive counterparts.
The Small Cap Watch List (Track at Marketocracy) gained 44 basis points, trailing the 150+ basis point gains for both the S&P Small Cap and the Russell 2000.
The Mid Cap Watch List (Track at Marketocracy) managed to gain 1.23%, keeping up better with the S&P Midcap’s 1.57%.
The Large Cap Watch List (Track at Marketocracy) did best, and was dead even with the S&P 500 at 1.61% for the week.
Finally, our legacy June 2006 Watch List, which has been unchanged other than for corporate actions, was up 1.57%. Our personal portfolio was flat due to our cautious outlook.
